-3.5%
MSFU vs PSLV
+7.9%
-11.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +6.0% | +7.5% | +12.5% |
| 7D | +8.2% | -2.6% | +10.8% | +8.6% |
| 30D | +10.2% | -14.2% | +24.3% | +12.6% |
| 3M | +22.9% | -12.2% | +35.1% | +24.8% |
| 6M | +63.2% | -28.1% | +91.3% | +68.4% |
| YTD | +11.7% | -28.2% | +39.9% | +12.3% |
| 1Y | -3.5% | +9.1% | -12.6% | -18.3% |
| All | -3.5% | +7.9% | -11.4% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PSLV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling